Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP
EIN 77-0069344Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$23.4M assets
Welfare
0
Participants
152
921 OAK PARK BLVD., SUITE 204 - PISMO BEACH, CA 93449805-544-1112
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $23.4M assets / 152 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN
401k
Assets$23.3M
Participants85
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SANTA ROSA ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$104K
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN | 401k | $23.3M | 85 | 2025 | |
| 002 | SANTA ROSA ASSOCIATES CASH BALANCE PLAN | CashBalance | $104K | 67 | 2024 |
Retirement plans